Cio, Member Of The Executive Board @ Survista Financial Advisors Ag
Current
Oct 2017 - Present
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Peter Bieri Email & Phone Number
Chief Investment Officer, Member of the Executive Board @ Survista Financial Advisors AG
at
Survista Financial Advisors AG
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Investment Officer, Member of the Executive Board @ Survista Financial Advisors AG
Location
Zurich, Zurich, Switzerland
Company size
Who is Peter Bieri? Overview
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Quick answer
Peter Bieri is listed as Chief Investment Officer, Member of the Executive Board @ Survista Financial Advisors AG at Survista Financial Advisors AG, a company with 8 employees, based in Zurich, Zurich, Switzerland. AeroLeads shows a matched LinkedIn profile for Peter Bieri.
Peter Bieri previously worked as CIO, Member of the Executive Board @ Survista Financial Advisors AG at Survista Financial Advisors Ag and Quantitative Portfoliomanager at Gam Investment Management. Peter Bieri holds Bachelor Of Applied Science (B.A.Sc.), Wirtschaftsingenieur / Wirtschaftsmathematik from Zhaw School Of Engineering.
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Email format at Survista Financial Advisors AG
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Survista Financial Advisors AG
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Profile bio
About Peter Bieri
Peter Bieri has been the Chief Investment Officer of Survista AG since 2017. “Survista” is the Romansh word for overview. As an independent wealth manager and financial advisor, we provide you with the necessary overview for well-informed decisions. Survista has 3 main services: - Asset Management: We focus on your personal situation. We reduce complexity as well as costs and diversify where it makes sense.- Consulting: Constant communication and contact with you and your confidants ensures that we understand your point of view and act in your best interests at all times.- Consolidation: With our consolidation system, we maintain an overview together. You always have insight into your assets, with full cost transparency and informative evaluations.We invest according to our investment philosophy.- Real investments: Generate income. Preserve purchasing power. Achieve returns.- Risk compensation: Risk must be in line with the expected return.- Diversification: Diversify risks & sources of return.- Anticyclical: Anticyclical behaviour offers protection against extreme events. Systematic handling leads to conscious decisions.Survista clients share the long-term view and focus on building sustainable wealth for the future. www.survista.ch
Current workplace
Peter Bieri's current company
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Survista Financial Advisors Ag
2 roles
Peter Bieri work experience
A career timeline built from the work history available for this profile.
Quantitative Portfoliomanager
Gam Investment Management
Aug 2012 - Sep 2017
Team & coworkers
Colleagues at Survista Financial Advisors AG
Other employees you can reach at survista.ch. View company contacts for 8 employees →
PB
Pascal Beyeler
Colleague at Survista Financial Advisors AgWinterthur, Zurich, Switzerland, Switzerland
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AJ
André Jäckle
Colleague at Survista Financial Advisors AgZurich, Zurich, Switzerland, Switzerland
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AJ
Alain Jean Hauri, Ciia
Colleague at Survista Financial Advisors AgZollikon, Zurich, Switzerland, Switzerland
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FR
Florian Rahmann
Colleague at Survista Financial Advisors AgZurich, Zurich, Switzerland, Switzerland
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Pascal Beyeler
Colleague at Survista Financial Advisors AgWinterthur, Zurich, Switzerland, Switzerland
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AJ
André Jäckle
Colleague at Survista Financial Advisors AgZurich, Zurich, Switzerland, Switzerland
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AJ
Alain Jean Hauri, Ciia
Colleague at Survista Financial Advisors AgZollikon, Zurich, Switzerland, Switzerland
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FR
Florian Rahmann
Colleague at Survista Financial Advisors AgZurich, Zurich, Switzerland, Switzerland
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1 education record
Peter Bieri education
FAQ
Frequently asked questions about Peter Bieri
Quick answers generated from the profile data available on this page.
What company does Peter Bieri work for?
Peter Bieri works for Survista Financial Advisors AG.
What is Peter Bieri's role at Survista Financial Advisors AG?
Peter Bieri is listed as Chief Investment Officer, Member of the Executive Board @ Survista Financial Advisors AG at Survista Financial Advisors AG.
Where is Peter Bieri based?
Peter Bieri is based in Zurich, Zurich, Switzerland while working with Survista Financial Advisors AG.
What companies has Peter Bieri worked for?
Peter Bieri has worked for Survista Financial Advisors Ag and Gam Investment Management.
Who are Peter Bieri's colleagues at Survista Financial Advisors AG?
Peter Bieri's colleagues at Survista Financial Advisors AG include Pascal Beyeler, André Jäckle, Alain Jean Hauri, Ciia, and Florian Rahmann.
How can I contact Peter Bieri?
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What schools did Peter Bieri attend?
Peter Bieri holds Bachelor Of Applied Science (B.A.Sc.), Wirtschaftsingenieur / Wirtschaftsmathematik from Zhaw School Of Engineering.
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